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about this share. Less than 20 million shares in issue, obviously because of consolidation, but when things hot up, they will hot up as there are fewer shares available to buy, which is presumably why the sp has risen on such small volume. Also works the other way unfortunately, but if the trend holds and the business continues to grow we should lookforward to a proper rerating in the not too distant future assuming the euro /America etc dont collapse on us, which is quite an assumption!
have we cracked it? A couple of rns slipped passed me . The founder of optivate has gone and AGI capital either sold or bought a few which I can never quite work out. So some fairly gentle buying is nudging us nearer to where we should be, unless there is something other than the realisation finally that Anp realy is a growth company (sorry, someone had to say it)
seems a hard one to brake.Is this the third time. Looks like one seller sold two lots. Quite understandable as we've seen it retrace to 80p from here. Quite a bit different this time however, not that I'm saying it wont happen, because this stock is still pretty illiquid. Restructured and growing company, China opening up with and earning enhancing acquisition, and not least the support of institutions and a notable pi in John Lee also a journalist on the FT. He isa very shrewd investor. Whatever happens short term, and the economy is a concen, this still looks one of te best stocks to hold in a balanced portfolio imo, with a divi too which pays more than most bank saving accounts.
all the more encouraging on a day that has seen the market falling across the board. Perhaps this is the time for ANP to shine. It is after all undervalued and due for a correction. The question for me at any rate has always been when that correction will take place. Whether it be now or in a few months really does not matter too much. The fundamentals are strong and while Europe contracts and everyone frets, there is no reason other than misplaced sentiment why ANP's sp should be suffering the way it has in recent months or even years. If we are heading for an uptrend this could be a pivitol point and a great opportunity to top up before the market realises the potential here. Not many shares in general circulation so a spike could well be significant as investors clamber for stock. GLA
with about 60% (£11 million) of the company between them. Interesting that such a small company should attract this kind of attention.
in this market we are holding up well, especialy for aim, but before consolidation the sp is equivalent to 4.17p. Quite ridiculous when you think how far ANp have come in the last couple of years. No wonder John Lee sees value here. If we were trading even on some of the spikes of previous years we'd be in the 130/140 region. Thats how cheap we are, and if heaven forbid, we ever get overbought who knows where the sp would settle
The Company’s interim results for the six month period ended 30 June 2012 will be announced on Wednesday 19 September. “ If ANP is confident of hitting targets to end Dec the half year reuslts should at least reflect this. THis stock apears to concentrate activities outside of Europe. At this time and for the foreseeable fuure that surely is no bad thing. Very enouraging news !
http://www.investegate.co.uk/Article.aspx?id=20120626070000Z2194
about john lee buying in,for those that dont know, is apart from being a journalist he is most notorious for being the first investor to make a million in his share isa. Not that Anp is isable but definitely sippable.
Yes hopefully not taken out yet, but that is the boards expected end game with further aquisitions and a market cap of at least £50 million. Its most likely to come from a larger competitor. Dargelos picked up on the proposed ban of antibiotic growth promoters. I have been concerned about what is allowed in the food chain. Generally people seem to be getting taller, but more weird to me is a substantial increase in the length of kids fingers and feet. I dont know if any research has been done into these kind of changes but companies such as Anpario are in a very good position. As regards the share price I think there is a greater danger of it being snapped up on the cheap if it remains at theselow levels, but hopefully with distribution of current holdings would be safe to defend. As for slow burner, its been doing just that for nearly ten years! Target price by housebroker, who have been quite conservative, is currently £1.4. Sum of parts considerably more. I would quite like it to be at a higher level for those reasons, but would not be intersted in selling then either. With China now self financing. New markets in Brazil and Asia, an eventual restabalising of middle east, the opportunities are huge. One of the best stocks in my portfolio (potentially) and the longest held (6/7 years). There are a few of us that have felt it well worth holding on and every year the news gets more exciting, even though the figures, although encouraging, are still yet to really ignite. I am confiden It will happen. Sorry if it seems like a ramp. Its just how it is! GL
Been in here a while and the board really do seem to be on the top of their game. Everything points towards a healthy future for your investment if you run with ANP. More secure than many other supposed safe havens. ANP offers regular and decent divi's, steady growth and access to the strong growth sectors in Asia China. With their feet firmly on the ground I can see this stock being a long slow burner with good year on year performance. Let's hope the rampers stay away and we do not come under takeover threats. All just my imho so research as ever and GLA.
Anpario (formerly Kiotech) is a new-wave biotechnology company but with old-fashioned fundamentals that always appeal: profit growth, positive cash balance, decent dividend yield, low p/e . . . plus optimism. It supplies “natural high-performance feed additives to enhance growth, health and sustainability in agriculture and aquaculture”, selling into 61 countries. When I recently spoke to David Bullen, Anpario’s chief executive, he was in Bangladesh meeting distributors, having only just returned from China – an important and developing market. Anpario has grown by acquisition, as well. In March, it used existing cash resources to buy Meriden Animal Health, which derives 40 per cent of revenues from Asia – this should be immediately earnings enhancing. With increasing world food demand, plus regulatory moves to ban antibiotic growth promoters, Anpario could be a long-term winner. Its current market capitalisation is just £17.5m – but, here, the trick is to grow conservatively and not over-reach. So the presence of the experienced guiding hand of chairman Richard Rose – also chairman of Bookers – is reassuring.
John Lee, the highly respected regular columnist on FT Weekend, adds Anpario to his portfolio.
Profits up £200,000 and a 20% increase in dividend can't be bad!
games asking the sp up on impending results or just value outing at last. Companies under the radar and trading below the sum of parts is not unusual, but thats plodders with a steady income and little else on the horizon. Anpario i wound venture has been that, but with the horizon now wideneing a rerating may not be far off and lookforward to imminent results and chairman's statement.
FinnCap analyst Duncan Hall estimates that Meriden will contribute revenues of £4.1 million and an EBITDA of £0.5 million in the current year. For a full year, Meridan should enhance group pre-tax profits by £0.75 million on sales of £5.5 million, based on its performance in 2011. Hall now expects the enlarged business to post pre-tax profits of £2.7 million for the full year and earnings per share of 10.2 pence, up from last year’s £2.1 million and 8.4 pence respectively. The analyst also noted that, according to his calculations, Anpario finished the year with £4.5 million in the bank, which means the acquisition will place no strain on the balance sheet, especially since Meriden will come with surplus cash. Anpario says that it expects to have £2.5 million in the bank following the completion of the acquisition. “The purchase of Meriden Animal Health... will be satisfied from existing cash resources and represents a complementary and earnings enhancing move,” said Hall. “This move encourages us to lift our target price to 140 pence, offering investors useful upside from the present share price.” With just over half its shares in intstitutional hands, dividend and directors who put their own money in, makes it quite a unique company compared to most of the dross, flyby nite lifestyle directors on aim. Fincap are not renowned for overexuberance, but there has been some encouraging buying recently for such a quiet stock and waiting fort he rebranding (name change) to bed in. Lookforward to seeing how close the analyst results prediction is, and how much of an opportunity China will turn in to, where much of our supermarket meat is now reared. Has been slow, but still one of the most interesting prospects on AIm. A real company with real prospects and real profits in danger of giving Aim a good name!
Food additive supplier Anpario has acquired Meriden Animal Health for a total consideration of up to £4.13m. The purchase, which significantly strengthens its position in China, is expected to be immediately earnings enhancing. The cost will be funded from existing cash resources.
trading publications. I think its safe to assume that everything below 80p has been a sell (i.e. one sell of 604)and everything above has been buying, as indicated by the sp direction. Hope the results keep the momentum going and take us back nearer £1 barrier.
Food additive supplier Anpario has acquired Meriden Animal Health for a total consideration of up to £4.13m. The purchase, which significantly strengthens its position in China, is expected to be immediately earnings enhancing. The cost will be funded from existing cash resources.
A nice rise here today on the back of the RNS. Keep it coming !
Acquisition of Meriden Animal Health Limited Highlights Acquisition of Meriden Animal Health Limited (“Meriden”) for up to £4.125 million Meriden’s 2011 sales and adjusted profit before interest and tax were £5.35 million and £740,000 respectively Expected to be immediately earnings enhancing Deal increases Anpario’s global market share and significantly strengthens its position in China Consideration to be met from the Company’s existing cash resources Excellent news as per sratergy set out. With resuts due out next month to follow may be a bit of impetus here at last.
Downing are still listed with that holding on barclays, not that they are renowned for being up to date. To the best of my knowledge shares are not suspended or in talks. At thelast meeting I attended a couple of years back the stratergy was to grow and build themselvs to a size that would be attractive to a bigger company, whichwe are nowehere near yet. Nothing specific was mentioned but possibly twice the current market cap would be desirable and that may require more acquisitions to achieve. The CEO and Financial Director have been steadily increasing their holdings with their own money and options I think. A slow one I admit, but value has a habit of taking its time and tends to come quite fast out of the blue. Results are expected next month which should be pretty encouraging, but its progress and outlook for this year that will lead the direction however undervalued Anp currently is. Fingers crossed, GL
I think it is a VCT which was fixed over five years, has come to maturity, and has now been sold. No mention of the disposal on share trades though, although it was executed this time last week.
what happened to this share ? Is it suspended ? Has it been takenover ??
with over 3% in here . I dont think there were any when I first invested. Slow old game! Are Downing new investors or have they switched holding into a new fund. I never understand these announcements, they seem to have made them less clear than the old days when they clearly stated if they were buying selling and by how much the holding had increased or decreased. RNS these days are complete gobbeldygook. Formerly Bark, ISP went tits up. Hope you are still reading these boards Richard. The faithfull remain steadfast!